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American Express

2,884 hedge funds and large institutions have $175B invested in American Express in 2026 Q1 according to their latest regulatory filings, with 188 funds opening new positions, 1,069 increasing their positions, 1,218 reducing their positions, and 283 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

19% less capital invested

Capital invested by funds: $217B → $175B (-$42.1B)

34% less first-time investments, than exits

New positions opened: 188 | Existing positions closed: 283

34% less funds holding in top 10

Funds holding in top 10: 10771 (-36)

Holders
2,884
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
71
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.31B
Puts
$2.04B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1976
LMCG Investments
Massachusetts
$469K
LCGC
1977
Legacy Capital Group California
California
$468K
EWA
1978
Exencial Wealth Advisors
Oklahoma
$467K
PWM
1979
Pines Wealth Management
North Carolina
$466K
RFA
1980
Reyes Financial Architecture
California
$466K
DAM
1981
Delta Asset Management
Tennessee
$465K
VGDSS
1982
VUB Generali dochodkova spravcovska spolocnost
$465K
IRC
1983
Investors Research Corp
Georgia
$464K
TFA
1984
Toth Financial Advisory
Virginia
$464K
AA
1985
Acorns Advisers
California
$463K
BIM
1986
Barton Investment Management
Pennsylvania
$461K
BCFD
1987
Boit C.F. David
$461K
CA
1988
Commerce Advisors
Tennessee
$461K
LAM
1989
LECAP Asset Management
United Kingdom
$461K
BEW
1990
Burton Enright Welch
California
$460K
HWMO
1991
Heritage Wealth Management (Ohio)
Ohio
$459K
OCM
1992
Osterweis Capital Management
California
$458K
OC
1993
Optima Capital
Oregon
$457K
MCM
1994
MV Capital Management
Maryland
$457K
EA
1995
Enclave Advisors
Texas
$456K
WPW
1996
Waldron Private Wealth
Pennsylvania
$456K
GI
1997
Gradient Investments
Minnesota
$456K
FMLI
1998
Fukoku Mutual Life Insurance
Japan
$455K
MA
1999
MJP Associates
Connecticut
$454K
HI
2000
HBK Investments
Texas
$454K